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How do I set up a home filing system?

By Bob Millaway, South Jersey Community Expert & REALTOR®

Create categories: home documents (deed, mortgage, insurance), financial (tax returns, bank statements), warranty and manual (appliance guides, service records), medical, and personal. Use labeled file folders in a cabinet or box. Store digital copies of everything in a secure cloud folder. Keep seven years of tax documents. Maintain a separate home binder for warranties, receipts, and contractor contacts. Purge outdated documents annually.

Why It Matters

An organized filing system saves hours of searching when you need to find a warranty, file an insurance claim, or prepare your taxes.

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